THE STERRY FAMILY FOUNDATION

Charity Number: 1143953

Charity overview

Activities - how the charity spends its money

Offering grants and donations for individuals or charitable associations, bodies and organisations for the advancement of education, arts and culture, amateur sports, promotion of good health and relief for sickness in the United Kingdom and in South Africa, Botswana, Zimbabwe, Mozambique, Zambia, Tanzania, Rwanda, Burundi, Malawi, Uganda and Kenya.

Income and expenditure

Data for financial year ending 05 April 2024

Total income: £105,493
Total expenditure: £114,321

People

4 Trustee(s)

Employees with total benefits over £60,000

No information available

Fundraising

No information available

Trading

This charity does not have any trading subsidiaries.

Trustee payments

No trustees receive any remuneration, payments or benefits from the charity.

What, who, how, where

Main way of carrying out purposes is grant making
What the charity does:
  • Education/training
  • The Advancement Of Health Or Saving Of Lives
  • Disability
  • The Prevention Or Relief Of Poverty
  • Overseas Aid/famine Relief
  • Arts/culture/heritage/science
  • Amateur Sport
  • Recreation
Who the charity helps:
  • Children/young People
  • People With Disabilities
  • Other Charities Or Voluntary Bodies
How the charity helps:
  • Makes Grants To Individuals
  • Makes Grants To Organisations
  • Sponsors Or Undertakes Research
Where the charity operates:
  • Throughout England And Wales
  • Botswana
  • Burundi
  • Kenya
  • Malawi
  • Mozambique
  • Rwanda
  • South Africa
  • Tanzania
  • Uganda
  • Zambia
  • Zimbabwe

Governance

Registration history:
  • 23 September 2011: Standard registration
Organisation type:
Trust
Other names:

No other names

Gift aid:
Not recognised by HMRC for gift aid
Other regulators:
No information available
Policies:
  • Financial reserves policy and procedures
  • Internal charity financial controls policy and procedures
  • Internal risk management policy and procedures
  • Investing charity funds policy and procedures
  • Investment
  • Risk management
Land and property:
This charity does not own and/or lease land or property

Trustees

Trustees are the people responsible for controlling the work, management and administration of the charity on behalf of its beneficiaries. Generally trustees are treasurer, chair, board member etc. The trustees are responsible for keeping this list up to date and can do this by updating their details as they happen through the online service

4 Trustee(s)

Name Role Date of appointment Other trusteeships Reporting status of other trusteeships
WENDY ANN STERRY Chair 20 October 2011
None on record
DAVID WILLIAM EDMUND STERRY Trustee 23 September 2011
None on record
NICOLA KATE CLATWORTHY Trustee 23 September 2011
None on record
JAMES WILLIAM STERRY Trustee 23 September 2011
None on record

Financial history

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Financial period end date

Income / Expenditure 05/04/2020 05/04/2021 05/04/2022 05/04/2023 05/04/2024
Total gross income £80.67k £75.96k £72.37k £76.36k £105.49k
Total expenditure £111.04k £119.99k £117.66k £138.51k £114.32k
Income from government contracts N/A N/A N/A N/A N/A
Income from government grants N/A N/A N/A N/A N/A

Accounts and annual returns

This table shows the charity's record of submitting annual returns, accounts and trustees' annual report (TAR) for the last five financial periods.
Title Reporting year Date received Received Download
Annual return 05 April 2024 05 February 2025 On Time
Accounts and TAR 05 April 2024 05 February 2025 On Time Download Open in new window
Annual return 05 April 2023 05 August 2024 182 days late
Accounts and TAR 05 April 2023 05 August 2024 182 days late Download Open in new window
Annual return 05 April 2022 03 February 2023 On Time
Accounts and TAR 05 April 2022 03 February 2023 On Time Download Open in new window
Annual return 05 April 2021 06 January 2022 On Time
Accounts and TAR 05 April 2021 06 January 2022 On Time Download Open in new window
Annual return 05 April 2020 04 March 2021 27 days late
Accounts and TAR 05 April 2020 04 March 2021 27 days late Download Open in new window
Submit annual return Open in new window

Governing document

Details of the type of governing document the charity has and when it was established.
It is not the full text of the charity's governing document.

TRUST DEED DATED 16/09/2011 AS AMENDED BY DEED DATED 12 APR 2023

Charitable objects

THE PROVISIONS OF SUCH GRANTS AND DONATIONS FOR INDIVIDUALS OR SUCH CHARITABLE ASSOCIATES, BODIES AND ORGANISATIONS AS THE TRUSTEES IN THEIR ABSOLUTE DISCRETION THINK FIT, IN PARTICULAR BUT NOT EXCLUSIVELY FOR THE ADVANCEMENT OF EDUCATION, ARTS AND CULTURE, AMATEUR SPORTS, PROMOTION OF THE CONSERVATION OF THE ENVIRONMENT AND PROMOTION OF GOOD HEALTH AND RELIEF OF SICKNESS IN THE UNITED KINGDOM AND IN SOUTH AFRICA, ZAMBIA, TANZANIA, MALAWI, UGANDA AND KENYA.

Contact information

Address:
Rathbones Trust Company Limited
30 Gresham Street
LONDON
EC2V 7QN
Phone:
020 7399 0067
Email:
No information available
Website:

No information available